In this guide, we walk through how to create a new user for your business within the customer portal, which will enable you to add new users with ease. All you will need is the user’s email and access to your Expensemate account.
Simply follow the steps below to get the most out of the new feature.
Step 1 – Login
Simply log in to the customer portal here, with your admin credentials.
Step 2 – Navigate to the New User Page
Once logged in, click the side menu option labelled Users then New.
Step 3 – Enter New Users Email
Enter your new user email twice to confirm the email is accurate and click Send Invitation Email.
After this step is complete, the new user will be required to click the link they receive in the invitation email to create their new log-in.
It’s important to remember that this must be completed within 24hrs of the link being submitted as after the 24hr mark, the link will expire for security purposes. If this happens, simply follow the process above again.
Step 4 – Assign the new user a role
After the new user has completed their invitation, you will be required to assign them a role within the Settings>Groups page.
An article explaining how to do this can be found here.
Note: By default, all users are set up as administrators in your enterprise-level group. If you don’t wish them to see all your account data, amend this role before they log-in. Once their role has been assigned to them, the new user will be granted full access to the role that you have assigned to them within the portal.